Ran into a pretty big prospect recently, we have has a few meetings. He is a CEO of a company, he wants to fund a 5 year custom whole life from a 401k, not a 72t. He is claiming he could put up to 56,000 a year from a 401k into whole life?
He wants to do the same for his wife and two kids
He said there is tax advantages to doing it this way. Any knowledge on this?
Source of insurance-forums.net
He wants to do the same for his wife and two kids
He said there is tax advantages to doing it this way. Any knowledge on this?
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